Purchases and Sales Made in Q1 2023 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO LONG TERM TREAS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11.2K- 8.65% |
$325K - $354K
|
119K
$3.14M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11.2K- 8.65% |
$325K - $354K
|
119K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-12.3K- 15.17% |
$355K - $387K
|
68.8K
$1.82M
|
|
|
May 05, 2023
Q1 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-12.6K- 2.18% |
$363K - $396K
|
564K
$14.9M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-13.1K- 17.47% |
$378K - $412K
|
61.8K
$1.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-13.3K- 5.14% |
$383K - $418K
|
245K
$6.46M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-13.9K- 5.33% |
$402K - $438K
|
247K
$6.52M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14.4KClosed |
$416K - $454K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-18.1K- 35.47% |
$522K - $569K
|
32.9K
$868K
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-19.2K- 26.51% |
$554K - $604K
|
53.2K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-19.6K- 45.44% |
$567K - $618K
|
23.6K
$622K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.5K- 58.09% |
$591K - $644K
|
14.8K
$390K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-21.3K- 23.25% |
$615K - $671K
|
70.3K
$1.86M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.8K- 16.25% |
$630K - $687K
|
112K
$2.97M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-23K- 29.19% |
$665K - $725K
|
55.8K
$1.47M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.3K- 29.84% |
$701K - $764K
|
57K
$1.51M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-24.4K- 35.66% |
$705K - $769K
|
44.1K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-26.5K- 26.27% |
$764K - $834K
|
74.3K
$1.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-28.5K- 13.52% |
$824K - $899K
|
183K
$4.82M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-32.2K- 26.81% |
$930K - $1.01M
|
87.9K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-35.9K- 16.35% |
$1.04M - $1.13M
|
183K
$4.84M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-38.6K- 11.01% |
$1.11M - $1.21M
|
312K
$8.23M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-43.3K- 71.92% |
$1.25M - $1.36M
|
16.9K
$447K
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-53K- 26.07% |
$1.53M - $1.67M
|
150K
$3.97M
|
|
|
May 05, 2023
Q1 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-54.2K- 13.1% |
$1.57M - $1.71M
|
360K
$9.49M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-55.7K- 1.23% |
$1.61M - $1.75M
|
4.46M
$118M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-57.7K- 21.37% |
$1.67M - $1.82M
|
212K
$5.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-60.1K- 72.88% |
$1.74M - $1.89M
|
22.4K
$590K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-76.8K- 81.84% |
$2.22M - $2.42M
|
17K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-85.4K- 98.64% |
$2.47M - $2.69M
|
1.18K
$31.1K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-88.7K- 59.21% |
$2.56M - $2.79M
|
61.1K
$1.61M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-109KClosed |
$3.15M - $3.43M
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-110K- 3.2% |
$3.17M - $3.46M
|
3.33M
$87.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123K- 8.09% |
$3.55M - $3.87M
|
1.4M
$36.9M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-150K- 9.41% |
$4.34M - $4.73M
|
1.45M
$38.2M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-153K- 48.15% |
$4.43M - $4.83M
|
165K
$4.36M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-204K- 90.89% |
$5.88M - $6.41M
|
20.4K
$539K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-218K- 42.85% |
$6.29M - $6.86M
|
290K
$7.67M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-245K- 91.89% |
$7.08M - $7.72M
|
21.6K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-309K- 41.61% |
$8.93M - $9.73M
|
434K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-436K- 63.6% |
$12.6M - $13.7M
|
250K
$6.59M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-445K- 17.12% |
$12.8M - $14M
|
2.15M
$56.8M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-516K- 55.71% |
$14.9M - $16.2M
|
410K
$10.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-612K- 93.24% |
$17.7M - $19.3M
|
44.4K
$1.17M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.76M- 7.78% |
$79.8M - $87M
|
32.8M
$865M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18.8M- 36.47% |
$543M - $592M
|
32.8M
$865M
|